John Wolfsberg, financial advisor Needham MA

John Wolfsberg

CRD Number: 6222573
Current Firm: Centerpoint Advisors, LLC

John Wolfsberg (CRD# 6222573) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Centerpoint Advisors, LLC Needham, MA Jan 2017 - Current 5
Gw&k Investment Management Boston, MA Dec 2015 - Dec 2017 2
State Street Bank Boston, MA Jan 2015 - Dec 2015 < 1
Charlie Horse Resteraunt West Bridgewater, MA Jul 2014 - Mar 2015 < 1
Splitsville At Howl At The Moon Foxborough, MA Jul 2014 - Jan 2015 < 1
Stonehill College Easton, MA Jan 2012 - Dec 2014 2
State Street Bank Boston, MA Jun 2014 - Aug 2014 < 1
Detwiler Fenton Boston, MA Jun 2013 - Aug 2013 < 1
Humboldt Moving Company Canton, MA Jun 2013 - Aug 2013 < 1
Humboldt Moving Company Canton, MA Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2018
Contact Info for John D. Wolfsberg
Phone Number: (781) 400-1748
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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